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Wells Fargo

1,982 hedge funds and large institutions have $108B invested in Wells Fargo in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 742 increasing their positions, 836 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,982
Holders Change
-147
Holders Change %
-6.9%
% of All Funds
33.51%
Holding in Top 10
70
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.66%
% of All Funds
1.18%
New
97
Increased
742
Reduced
836
Closed
215
Calls
$2.32B
Puts
$3.21B
Net Calls
-$890M
Net Calls Change
+$235M
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
1226
Osterweis Capital Management
California
$544K
TCM
1227
Triumph Capital Management
Colorado
$543K -$13.7K -349 -2%
WBCM
1228
Wilson & Boucher Capital Management
California
$543K
CA
1229
Carson Advisory
Georgia
$541K +$3.8K +97 +0.7%
DWM
1230
Drive Wealth Management
Utah
$541K +$28.9K +738 +6%
FSCM
1231
Front Street Capital Management
Montana
$539K
AIA
1232
AIMZ Investment Advisors
California
$538K
SC
1233
SouthState Corp
Florida
$537K -$7.17K -183 -1%
MCM
1234
MV Capital Management
Maryland
$536K -$21.4K -548 -4%
WIC
1235
Woodmont Investment Counsel
Tennessee
$536K -$19.6K -500 -4%
B
1236
Barings
North Carolina
$535K -$351K -8,968 -40%
CCM
1237
Chilton Capital Management
Texas
$535K -$5.48K -140 -1%
FNBT
1238
FineMark National Bank & Trust
Florida
$532K -$17.4K -443 -3%
WPW
1239
Waldron Private Wealth
Pennsylvania
$527K +$35.1K +897 +7%
WI
1240
Wintrust Investments
Illinois
$526K -$292K -7,452 -36%
PWW
1241
Pettyjohn Wood & White
Virginia
$522K +$50.9K +1,299 +11%
GWM
1242
Guardian Wealth Management
Illinois
$521K -$5.45K -139 -1%
KC
1243
Knuff & Co
California
$521K
EL
1244
Envoi LLC
Minnesota
$521K +$521K +13,300 New
SB
1245
Sunflower Bank
Texas
$519K -$34.1K -871 -6%
BIC
1246
Beach Investment Counsel
Pennsylvania
$519K
CWS
1247
Confluence Wealth Services
Pennsylvania
$519K +$65.4K +1,445 +14%
CANY
1248
Caxton Associates (New York)
New York
$518K -$578K -14,745 -53%
BCAM
1249
Boston Common Asset Management
Massachusetts
$518K +$40.8K +1,043 +9%
WAM
1250
Weatherly Asset Management
California
$516K